Personal Tax Manager

TPF Recruitment; Reading; On-site; GBP 50,000 - 65,000; Full time

Job summary

A reputable recruitment agency is seeking a Personal Tax Manager in Reading. This role involves managing a diverse portfolio of personal tax clients, ensuring compliance, and providing advisory services. The ideal candidate will have at least 5 years in a practice-based tax environment, with strong client relationship management skills. A competitive salary of £50,000 - £65,000 plus benefits is offered, along with hybrid working options.

Benefits

25 days annual leave plus bank holidays

Office closure over Christmas

Full study support towards CTA

Additional competitive benefits package

Qualifications

• Minimum of 5 years' experience in a practice-based tax environment.
• Proven ability to manage client relationships and deliver quality service.
• Capable of working independently and meeting strict deadlines.

Responsibilities

• Manage and prepare personal tax returns for a broad client base.
• Review tax returns prepared by junior team members.
• Advise clients on upcoming liabilities and ensure timely communications.

Skills

Client relationship management

Tax compliance knowledge

Strong communication skills

Education

ATT, ACA or ACCA qualified

Job description

Job Description

TPF Recruitment are currently working with a reputable, growing firm with a focus on supporting SMEs through high-quality compliance and forward thinking advisory services. Our client are looking to appoint a Personal Tax Manager to join its growing private client tax team. This role will focus on managing a varied portfolio of personal tax clients, delivering both compliance and advisory services, while supporting junior colleagues and contributing to the continued development of the firm’s tax offering.

Key Responsibilities

• Manage and prepare personal tax returns for a broad client base, including landlords
• Review tax returns prepared by junior team members
• Handle correspondence with HMRC, including compliance checks and disclosure campaigns (e.g. Let Property Campaign, Worldwide Disclosure Facility, 60-day CGT reporting)
• Advise clients on upcoming liabilities and ensure timely communications
• Stay up to date with changes in tax legislation and implement relevant updates
• Monitor personal tax compliance across the team, ensuring deadlines and KPIs are met
• Provide tax planning advice across areas such as inheritance tax and residency
• Report regularly to the Tax Director and work collaboratively with other departments

Requirements

• ATT, ACA or ACCA qualified, with CTA being desirable
• Minimum of 5 years' experience in a practice-based tax environment
• Proven ability to manage client relationships and deliver quality service
• Capable of working independently and meeting strict deadlines
• Strong written and verbal communication skills

Benefits

• Salary of £50,000 - £65,000 per annum, depending on experience and qualification status
• 25 days annual leave plus bank holidays
• Office closure over Christmas
• Full study support towards CTA (if required)
• Hybrid working – 3 days in the office, 2 from home when settled
• Additional competitive benefits package

Please contact Joe Potter on 01882206677 (tel), 07386668225 (mob), [e-mail], or via LinkedIn for a confidential conversation.